GOOGL Stock Inches Higher On Buzz Around OpenAI Eying TPUs

Yahoo Finance · 2026-10-28

Analysts expect Q3 revenue to increase 25% and adjusted profit to rise 3%.Investors will focus on cloud growth and potential updates to the CapEx outlook.Retail sentiment for GOOGL was ‘bullish’ on Tuesday.Alphabet (GOOGL) shares rose 1% in overnight trading late on Tuesday after a report said OpenAI was considering buying its AI chips, even as investors positioned ahead of the search giant’s quarterly results due the next day.OpenAI plans to buy Google's tensor processing units (TPUs), The Information reported, citing a person familiar with the matter, though it did not disclose financial terms or other details.The potential deal would deepen ties between OpenAI and Alphabet. Last week, OpenAI said it would make its frontier AI models available through Google Cloud. Last year, Reuters reported that OpenAI had begun renting AI chips from Google to reduce its reliance on Nvidia and Microsoft.Custom Chips Market ExpandsGoogle provides TPUs through Google Cloud to customers including Anthropic, and has announced plans to supply them to Oracle and a new Blackstone joint venture.OpenAI, a major buyer of Nvidia chips, unveiled its first custom AI chip in June, designed with Broadcom, and said it plans to deploy the processor by the end of this year as part of a multi-generation chip program.Alphabet’s Q3 Report In Focus The report comes ahead of Alphabet’s third-quarter report, due after market hours on Wednesday, when investors closely watch its cloud and capital expenditure updates.Analysts expect revenue to rise 25% to $127.83 billion and adjusted profit to rise 3% to $2.97 per share, according to Koyfin. Google Cloud’s growth would be benchmarked against the record 82% year-over-year growth in the unit in the second quarter.Analyst, Retail View On GOOGLAlphabet received a mixed response from Wall Street ahead of the report, with Citizens JMP cutting its price target to $450 from $515 last week, while maintaining a ‘Market Outperform’ rating. The research flagged potential challenges from tougher Search comparisons and competition from AI agents.Evercore ISI and Truist Securities maintained ‘Buy’ ratings, citing expectations of continued growth in Search, YouTube, and Google Cloud.On Stocktwits, the retail sentiment for GOOGL was ‘bullish’ as of late Tuesday, with the ticker trending at the time of writing. “GOOGL overnight pump news for open AI chips. Can cross 350 if earnings top,” a trader wrote.GOOGL stock closed at $320.58 on Tuesday and is up 2.6% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: Why Is SKHY Stock Surging Over 6% In Overnight Trading?

AI 시장 분석

알파벳(GOOGL) 주가는 OpenAI가 자체 AI 칩인 TPU 도입을 검토한다는 보도에 힘입어 시간외 거래에서 1% 상승했다. 3분기 매출은 25% 증가한 1278억 달러, 조정 이익은 3% 상승한 2.97달러로 예상되며 실적 발표를 앞두고 있다. 투자자들은 클라우드 성장세와 설비투자(CapEx) 전망에 주목하고 있다.

상승 영향

반도체 — OpenAI가 구글의 TPU 도입을 검토하면서 커스텀 AI 칩 시장에서 구글의 입지가 강화되고 관련 생태계가 확장될 것으로 기대되기 때문이다.
AI — 오픈AI와 알파벳 간의 협력 강화로 클라우드 서비스 및 AI 인프라 수요가 급증하며 관련 기업들의 실적 성장이 가속화될 수 있기 때문이다.

DYAX 전담 분석

OpenAI의 Google TPU 구매 검토 소식은 엔비디아 의존도를 낮추려는 AI 업계의 움직임 속에서 구글의 커스텀 칩 경쟁력을 입증하며, 클라우드 및 하드웨어 사업 부문의 새로운 수익 창출원으로 작용하여 주가에 긍정적 영향을 미치고 있다. 향후 실제 계약 체결 여부와 3분기 클라우드 매출 성장률이 핵심 주가 변동 요인이 될 것이다.

강세 시나리오는 실적이 예상치를 상회하고 TPU 공급 계약이 구체화되는 것이며, 약세 시나리오는 높은 CapEx 부담과 검색 시장 경쟁 심화로 인한 실적 실망감이다. 투자자들은 Google Cloud의 성장 모멘텀과 경영진의 가이던스를 면밀히 모니터링해야 한다.

AI가 생성한 분석으로 투자 자문이 아닙니다.

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